BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$493K
3
+$422K
4
CSCO icon
Cisco
CSCO
+$320K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$2.54M
2
+$927K
3
+$388K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$259K
5
FDX icon
FedEx
FDX
+$242K

Sector Composition

1 Healthcare 36.01%
2 Technology 10.59%
3 Financials 7.06%
4 Consumer Staples 5.21%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
8
677
$2K ﹤0.01%
66
678
$2K ﹤0.01%
71
679
$2K ﹤0.01%
25
680
$2K ﹤0.01%
791
681
$2K ﹤0.01%
24
682
$2K ﹤0.01%
55
683
$2K ﹤0.01%
9
+1
684
$2K ﹤0.01%
16
685
$2K ﹤0.01%
+39
686
$2K ﹤0.01%
34
687
$2K ﹤0.01%
17
+2
688
$2K ﹤0.01%
83
-24
689
$2K ﹤0.01%
27
690
$2K ﹤0.01%
449
691
$2K ﹤0.01%
49
692
$2K ﹤0.01%
243
693
$2K ﹤0.01%
34
694
$2K ﹤0.01%
104
695
$2K ﹤0.01%
25
+8
696
$2K ﹤0.01%
75
697
$2K ﹤0.01%
95
698
$2K ﹤0.01%
25
699
$2K ﹤0.01%
27
+5
700
$2K ﹤0.01%
96
26 27
28
29 30